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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.79B
MFS New Discovery Value C
Price$15.84
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets3.03B
DFSVX vs NDVCX Comparison Chart
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DFSVX vs. NDVCX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a StrongBuy and NDVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. NDVCX (3.04B). DFSVX pays higher dividends than NDVCX: DFSVX (1.65) vs NDVCX (0.86). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX (1.95) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : -0.14 vs. NDVCX (-2.43). DFSVX return over 5 years is better than : 148.44 vs. NDVCX (68.67).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -6.586 | -4.348 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 3.04B | 488% |
| Annual Yield % from dividends | 1.65 | 0.86 | 193% |
| Returns for 1 year | -0.14 | -2.43 | 6% |
| Returns for 3 years | 7.35 | -13.87 | -53% |
| Returns for 5 years | 148.44 | 68.67 | 216% |
| Returns for 10 years | 32.10 | 24.26 | 132% |
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